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Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹23139 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 5% |
| Expense Ratio | 1.78 | 1.61 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K011T7 | INF846K01K01 |
| Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.5% | 1.71% |
| 6 Month | -7.42% | -6.36% |
| 1 Year | 9% | 6.88% |
| 3 Year | 22.55% | 16.91% |
| 5 Year | 32.63% | 29.28% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.56% | -0.34% |
| 1 Year | -5.82% | -4.54% |
| 3 Year | 23.08% | 17.18% |
| 5 Year | 25.28% | 21.33% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.35% | 18.9% |
| 3 Year | 28.04% | 19.99% |
| 5 Year | 28.21% | 19.66% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.892% | 11.78% |
| Sharp | 0.805% | 0.59% |
| Beta | 0.794% | 0.69% |
| Alpha | 3.629% | 1.2% |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Shreyash Devalkar |
| Total AUM | ₹12070 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.08 | 14 |
| Large Cap | 2.77 | 4.05 |
| Small Cap | 65.82 | 64.45 |
| Mid Cap | 23.33 | 17.51 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.4 | 13.78 |
| Consumer Cyclical | 10.82 | 10.55 |
| Healthcare | 17.7 | 11.43 |
| Financial Services | 20.58 | 17.17 |
| Industrials | 23.62 | 18.4 |
| Technology | 8.84 | 7.13 |
| Basic Materials | 6.95 | 10.58 |
| Energy | 0 | - |
| Real Estate | 1.99 | 4.85 |
| Communication Services | 1.11 | 0.81 |
| Consumer Defensive | 2 | 4.76 |
| Utilities | - | 0.54 |
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